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We are wild advocates for advisor video and coach advisors on how to rock video across their client experience in our quarterly DIY Video Workshop. That’s why we were so excited to partner with FMG and partner with Samantha Russell on our podcast to talk about the power of advisor video.

Samantha Russell, Chief Evangelist Officer at FMG Suite strives to help financial advisors drive organic growth through digital marketing strategies and marketing automation. Helping advisors understand how digital marketing can transform your mindset and change the way they engage clients. 

In this episode, we cover how advisors can rock the power of video to supercharge their marketing. We share first-hand experience of what it takes to adopt video, zero click content, and details of the FiComm and FMG partnership designed to elevate advisor marketing across the industry.

https://twitter.com/SamanthaTwenty

https://www.linkedin.com/in/samanthacrussell/

https://fmgsuite.com/

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Website | https://bit.ly/FiCommPartners

Instagram | https://bit.ly/FiCommInstagram

LinkedIn |  https://bit.ly/FiCommLinkedIn

Twitter | https://bit.ly/FiCommTwitter

Jacqueline Martinez, Managing Partner of Alaris Acquisitions, joins us to explain what’s going on in the M&A Space and the number one things advisors should consider when looking for a new home. 

She explains how to get buyer ready, increases maximum value, and the most important determinants of a successful fit.

Alaris Acquisitions: https://alarisacquisitions.com/ 

LinkedIn: https://www.linkedin.com/in/jacqueline-martinez-/ 

Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financial planners, their mission is to help people get “unstuck” when it comes to their money.  

In this episode, Jim and Matthew share their stories on how they came to realize the importance of being transparent about money and why financial advisors should bring vulnerability into conversations with their clients.  

Website: https://yourfinancialsobriety.com/  

LinkedIn:  https://www.linkedin.com/in/matthewgrishmanfinancialsobriety & https://www.linkedin.com/in/jimgebhardtcfp/  

5-Day Show Me The Money Challenge: https://mailchi.mp/19b1678d470a/5-day-challenge

After leaving an event planning position at TD Ameritrade, Ashley Cardini founded Mindful, an education platform offering programs on practicing mindfulness. She is also one of the winners of FiComm’s Podcast Competition held in partnership with InvestmentNews in May 2021!

Listen to this episode to hear about how air-plane reading ended up defining her professional purpose, a preview of her podcast The Mindful Advisor, and why it’s important for advisors to practice mindfulness. You’ll even be treated to a brief meditation session!

LinkedIn: https://www.linkedin.com/in/ashleyrcardini/

Website: https://ashleycardini.com/

Arlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors to coach them towards becoming advisors of the future. 

In this episode, Arlene and Carolyn discuss their take on the imposter syndrome and the idea that sometimes problems in your business may be a result of an emotional block. 

LinkedIn: https://www.linkedin.com/in/arlenemoss/ and https://www.linkedin.com/in/carolyndallemolle/

Mentioned in this episode: 

XY Planning Network - https://app.xyplanningnetwork.com

Wes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of the co-founders of Udemy to release the first cohort-based learning platform – Maven. 

In this episode, Wes shares her framework for embracing a mindset of experimentation to solve problems differently, the future of learning and the power of community and shared stories to create to change. 

LinkedIn: https://www.linkedin.com/in/weskao/

Website: https://www.weskao.com/

Twitter: https://twitter.com/wes_kao

Mentioned in this episode: 

Maven - https://maven.com/

AltMBA – https://altmba.com/

Adam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warby Parker, Airbnb, Uber, and more! We were so excited to have him on as our first industry- outsider. 

In this episode, he talks about the correlations between media and money, how making mistakes your own way is the secret to finding your authentic tone and offers his own, really inspired and candid take on how financial advisors can powerfully connect with those they seek to serve. 

LinkedIn: https://www.linkedin.com/in/adamlisagor

Twitter: https://twitter.com/adamlisagor?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Instagram: https://www.instagram.com/adam.lisagor/?hl=en

Mentioned in this episode: 

Sandwich - https://sandwich.co/

Wistia - https://wistia.com/

Virtual Production - https://www.globenewswire.com/news-release/2021/03/02/2184977/0/en/Global-3-1-Billion-Virtual-Production-Market-to-2026-Rising-Adoption-of-the-LED-Video-Wall-Technology.html

Acorns commercial - https://sandwich.co/work/acorns-spend/

Adam in Inc. Magazine - https://www.inc.com/dave-schools/5-tips-for-making-great-online-videos-from-expert-that-facebook-lyft-starbucks-trust.html

Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more accessible and relatable for women of color. She says her mission is to witness the joy that her clients get to experience when they realize that their dreams are not out of reach. 

Listen to Anna discuss why she made the decision to launch her own practice, her experience in breaking down the wall between her personal and work self, creating a judgment-free space to help her clients hold their heads a little higher.

Twitter:  https://twitter.com/anjiekonte

Instagram: https://www.instagram.com/anjiekonte/?hl=en 

LinkedIn: https://www.linkedin.com/in/annanjie/

Mentioned in this episode: 

Carl Richards: https://www.youtube.com/watch?v=5MaHKPL8Mr4&list=PLKT45m1ksR2Q21lwjjcbVugmjZ_nVYVah

Meg Carpenter, CEO of FiComm Partners, and Candice Carlton, Head of Advisor Education speak about why they launched this podcast, what the "New Skool" means to them and why showing up authentically can be challenging even for Marketing pros. 

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 Mentioned in the conversation: 

- Carl Richards + Michael Kitces episode on Imposter Syndrome 

- FiComm's Advisor Education 

- Seth Godin's take on The Imposter Syndrome